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Schwab U.S Small- Cap ETF

1,154 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 413 increasing their positions, 474 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
876
WPG Advisers
Maryland
$250K
HCMT
877
Highland Capital Management (Tennessee)
Tennessee
$249K
WF
878
Williams Financial
Vermont
$249K
GKWIM
879
Gerber Kawasaki Wealth & Investment Management
California
$248K
PFGIA
880
Patriot Financial Group Insurance Agency
Massachusetts
$248K
QCM
881
QRG Capital Management
Illinois
$247K
EPAM
882
Evelyn Partners Asset Management
$247K
HPA
883
High Probability Advisors
New York
$247K
GWCM
884
Godshalk Welsh Capital Management
Pennsylvania
$246K
SPIA
885
Steward Partners Investment Advisory
New York
$245K
FCC
886
Flower City Capital
New York
$244K
CAI
887
Capital Advisors Inc
Oklahoma
$243K
LNWWM
888
Laird Norton Wetherby Wealth Management
California
$243K
FC
889
Fusion Capital
South Carolina
$241K
CIA
890
Cascade Investment Advisors
Oregon
$240K
SAM
891
Sawgrass Asset Management
Florida
$240K
MWP
892
Madison Wealth Partners
Wisconsin
$239K
CWA
893
Continuum Wealth Advisors
New York
$239K
LPT
894
Legacy Private Trust
Wisconsin
$238K
AFA
895
Alpha Financial Advisors
North Carolina
$238K
FL
896
FreeGulliver LLC
Louisiana
$237K
AA
897
Alesco Advisors
New York
$237K
CIC
898
Carnegie Investment Counsel
Ohio
$237K
LCC
899
Lincoln Capital Corp
Rhode Island
$236K
HWM
900
Horizons Wealth Management
North Carolina
$235K